FPFS
WTM icon

First Personal Financial Services’s White Mountains Insurance WTM Stock Holding History

First Personal Financial Services’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-11
Closed -$9K – 942
2018
Q1 		$9K Hold
11
– – ﹤0.01% 822
2017
Q4 		$9K Buy
+11
New +$9.62K ﹤0.01% 816

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Personal Financial Services's WTM Position: Q2 2018 in Review

First Personal Financial Services sold out of White Mountains Insurance (WTM) in Q2 2018, closing a stake of 11 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in WTM in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 227 funds tracked by Wall St. Rank hold WTM as of Q2 2018.

  • First Personal Financial Services reported no remaining White Mountains Insurance position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 11 White Mountains Insurance shares in Q2 2018, an estimated $9K.
  • First Personal Financial Services first reported a position in White Mountains Insurance in Q4 2017 and held it in 2 quarters.
  • First Personal Financial Services's White Mountains Insurance position peaked at $9K in Q1 2018.
  • 227 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.